To train Associate Relationship Managers on Wealth Solutions knowledge & tools
To organise regular updates to ARMs on market updates, opportunities, and risks in all related asset classes.
To work closely with Sales Team Managers, Branch Managers, Cluster Heads and various Wealth teams to provide Investment strategies & solutions to RMs
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Managing key relationships with existing and potential customers and provide sound advice in the effective management of their finances in view of portfolio expansion.
Acquiring and deepening relationships with New to Bank Priority Bank Clients to identify business opportunities related to own core business products or refer to supporting channels.
Marketing and promoting a wide range of banking products and services, i.e. unit trusts, bancassurance other retail banking products to potential clients with a starting Asset under Management (AUM) of > 250k and above.
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